Institutional Ownership Wisdomtree Tr U.S. Smallcap Di (DES)
This table provides information about the institutional ownership of Wisdomtree Tr U.S. Smallcap Di (DES). We have compiled data on the 362 institutions that hold shares in the stock, with a total of 31.1 Million shares, which have been reported (via 13F filing form) to have a value of $937 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Old North State Wealth Management, LLC
Wilmington, NC |
Apr 24, 2025 Q1 2025 |
41,890
shares
|
$1.26 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
41,253
shares
|
$1.24 Million
0.2% of portfolio
|
Q3 2024
Reduced 20.75%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
41,209
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
41,016
shares
|
$1.23 Million
0.28% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
40,817
shares
|
$1.23 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.62%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
40,645
shares
|
$1.22 Million
0.23% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
39,781
shares
|
$1.2 Million
0.44% of portfolio
|
Q1 2022
Reduced 2.45%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
37,875
shares
|
$1.14 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
36,973
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.53%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
36,561
shares
|
$1.1 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
36,543
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
36,235
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
35,333
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 33.63%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
34,744
shares
|
$1.05 Million
0.27% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
33,542
shares
|
$1.01 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
33,228
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
33,211
shares
|
$999,651
0.04% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
32,346
shares
|
$973,614
0.08% of portfolio
|
Q1 2025
Added 59.48%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
30,947
shares
|
$931,504
0.02% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
30,678
shares
|
$923,407
0.0% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
29,966
shares
|
$901,976
0.02% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
29,843
shares
|
$898,274
0.08% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
28,436
shares
|
$855,923
0.0% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
27,846
shares
|
$838,164
0.05% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
27,782
shares
|
$836,238
0.03% of portfolio
|
Q1 2025
Reduced 2.5%
|